QuickBooks: Level 1

Learning Outcomes:

  • Correctly create a company in QuickBooks, including setting up the chart of accounts and entering account opening balances as instructed in the Lesson Lab.

  • Successfully create customer, employee, and vendor lists as directed.

  • Accurately set up Inventory and work with the Invoicing format using a set of criteria in the Lesson Lab.

  • Given a set of instructions in the Lesson Lab, correctly make deposits and print statements; write checks, reconcile accounts; handle expenses, enter bills, paying bills.

This one-day course will cover the basics anyone will need to learn to set up a company and enter accounts.

* Getting Started with QuickBooks
* Using the Navigators List
* Using the Menu Bar and Icon Bar
* Setting Up a Company
* Working with Lists
• Setting up Inventory
* Selling Your Product
* Invoicing for Services
* Processing Payments
* Working with Bank Accounts
* Entering and Paying Bills
• Using the EasyStep Interview
• Using Online Banking

QuickBooks: Level 1

If you want to learn the intricacies of QuickBooks with an instructor available to guide you through the process of setting up your company, working with the chart of accounts and entering account opening balances, this is the class for you. Enter your Customer, Employee, and Vendor lists; learn to set up Inventory; work with the Invoicing format; enter statements and create billing statements; Make deposits and print statements; write checks, reconcile accounts; handle expenses, enter bills, paying bills. If you want to use the online banking you will learn the process to follow during this class.

Class targeted to:

• Anyone new to QuickBooks or who need to learn about its many features.

Prerequisites:

• A basic understanding of the computer is helpful.



 

 

 

 

 

 

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